DM
DM

Derrek Lewis Metz

22 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

175 Elm St, New Canaan, CT, 06840

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Derrek operates his LPL business under the DBA MONECO New Canaan since 2021. He is also an investment advisor representative (IAR) with Moneco Advisors, dedicating nearly full-time hours to providing investment advisory services. Additionally, Derrek is an investment committee member for the Congregational Church of New Canaan, spending minimal time per month.

Employment History
Current Registrations
LPL Financial LLC
April 2025 - Present · 10 mos
LPL Financial LLCBroker
September 2021 - Present · 4 yrs 5 mos
Moneco Advisors
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
MML Investors Services, LLC
March 2017 - September 2021 · 4 yrs 6 mos
MML Investors Services, LLCBroker
March 2017 - September 2021 · 4 yrs 6 mos
Msi Financial Services, INC.
February 2012 - March 2017 · 5 yrs 1 mo
Msi Financial Services, INC.Broker
January 2012 - March 2017 · 5 yrs 2 mos
Ameriprise Financial Services, INC.
January 2003 - January 2012 · 9 yrs
Ameriprise Financial Services, INC.Broker
January 2003 - January 2012 · 9 yrs
Ids Life Insurance CompanyBroker
January 2003 - July 2006 · 3 yrs 6 mos
State Registrations23 states
ARCACOCTDCFLGAILINMAMDMEMINCNHNJNYOKORPASCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.